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Disclaimers

Affiliate New Client - Terms and Conditions

HOW TO QUALIFY

  • You must be a new Client, which means you: a) currently have and b) previously (in the last 5 years) have had- no accounts at Questrade, Inc. (‘Questrade’) or Questrade Wealth Management Inc. (‘QWM’).
  • To qualify for the $50 cashback , open and fund a new Questrade self-directed investing account (excludes FX and CFD accounts) with a minimum of CAD $250.
  • To qualify for up to $10,000 managed free for one year, open and fund a new managed Questwealth Portfolio account with a minimum of CAD $250.
  • To qualify for the affiliate $50 cash bonus, open and fund a new Questrade FX and CFD trading account with a minimum of CAD $250.

How to qualify for the $50 cashback

  • Submit an application for a new Questrade self-directed account.
  • Open and fund any self-directed account with a minimum of CAD $250 within 60 days of submitting the new account application.
  • You will receive a one time $50 cashback amount in your primary account/billing account when you successfully complete the account application.
  • The cashback amount will be deposited into your primary account/billing account within 90 days after all eligibility requirements have been met.
  • Once the reward has been deposited, you will find an entry in your account under REPORT > Go to transaction history, under activity type “Deposits”
  • You can confirm your Billing account in your account under Management > Account Management > Billing account

How to qualify for the $10,000 managed free offer

  • Submit an application for a new professionally managed QWM Questwealth Portfolio (‘QWP’) account.
  • Open and fund a new QWP with a minimum of CAD $250 within 60 days of submitting the new account application.
  • Once the account is funded with at least $250, you will be eligible to receive a rebate on the management fee applied to your account for one calendar year on the first $10,000 deposited into the account. The rebate will be shown on the quarterly billing statement and the exact dollar amount will depend on the funding amount. Other terms and conditions may apply.

How to qualify for the $50 cash bonus offer

  • Submit an application for a new online FX and CFD trading account.
  • Open and fund the new account with a minimum of CAD $250 within 60 days of submitting the new account application.
  • Once the account is funded with at least CAD $250, you will be eligible to receive a $50 cash bonus deposited to your account

GENERAL ELIGIBILITY CONDITIONS FOR THIS OFFER

  • This offer is open to new clients only.
  • New accounts cannot be funded by using funds from another Questrade Account. The assets deposited into the qualifying account must be net new assets.
  • If you are funding the account by transferring from another broker, the transfer must be initiated within 60 days of the account application being submitted, and must be completed within 60 days of initiation to qualify for the offer.

TERMS AND CONDITIONS

  • Amounts quoted are in CAD.
  • This offer, terms and conditions are subject to change without notice, including the promotion period.
  • Affiliate program cashback rewards are considered contributions for registered accounts (TFSA, RRSP/Spousal RRSP, RESP, FHSA) and deposits for non-registered accounts (margin, cash).
  • The client must ensure they have sufficient contribution room for the $50 cashback offer before continuing with their application and funding their account.
  • Registered Plan account balances are subject to Government of Canada regulations stipulating maximum annual contribution levels. Please check your Registered Plan contribution room prior to making a contribution. Consult the CRA or your tax adviser about all registered plans and how they relate to your situation.
  • This promotion is subject to all federal, provincial and municipal laws and regulations.
  • This is a one-time offer per client and the offer cannot be combined or used in conjunction with any other Questrade offer except TRANSFER FOR FREE (see below).
  • This offer is limited to your first account only. Additional accounts do not qualify.

AFFILIATE DISCLOSURE

  • The promotional code attached to your account is provided by the following Questrade affiliate: ____________________________ and is an agreement between them and Questrade, Inc. if opening a self-directed account or Questrade Wealth Management Inc. if opening a managed account.
  • Affiliates are eligible for program rewards for every client referred who meets certain criteria.
  • The affiliate who referred you to Questrade is on the CPA model.
  • Please refer to the program rewards information for details.
  • The affiliate has referred you in order to receive compensation from Questrade.
  • Any activities requiring registration will be done by Questrade, Inc. if opening a self-directed account or Questrade Wealth  Management Inc. if opening a managed account.
  • Questrade, Inc. is a registered investment dealer. ____________________________ is not a registered dealer or adviser. if opening a managed account.

PROGRAM REWARDS

Affiliate cost per acquisition (CPA) model:

  • The affiliate will earn between $50 and $250 for each self-directed investing client referred, once the account is funded with CAD $250.
  • The affiliate will earn $50 for each managed investing client referred, once the account is funded with CAD $250 and remains invested for three months.
  • The affiliate will earn $50 for each FX and CFD trading client referred, once the account is funded with CAD $250.

TRANSFER FOR FREE

Starting October 1, 2019, you can transfer any account to Questrade from another financial institution, regardless of the balance, and get your transfer fees rebated (maximum rebate $150/account). No limit to the number of accounts you bring over.

For a rebate, submit a statement from your financial institution displaying the transfer fees incurred within 60 days of the transfer request being submitted to Questrade.

For Questwealth™ accounts, all-in-kind and partial transfers of your securities will be liquidated. Transfers from cash accounts may be subject to capital gains taxes or provide capital losses upon liquidation. Exchange and ECN fees may apply.

Terms and conditions are subject to change without notice.

* Registered Plan account balances are subject to Government of Canada regulations stipulating maximum annual contribution levels. Please check your Registered Plan contribution room in order to determine your level of unlimited free trades.